Transformations Page

Overview

As of Summer '20, you can now make transformations for each set of mapped fields by clicking the button shown in Fig. 1.7. Clicking this button pops up a dialog window, and the field mapping set is labeled at the top of the window (e.g., Source Field LastName__c | TARGET FIELD LastName).

There are two kinds of Transformations: Normal and Reference. Normal transformations take a text value and change it into another text value. Reference transformations use the Big Table value to look up a record in a separate object and return a field from that record. An individual field mapping can have multiple normal transformations reference transformations, or a combination of both.

Depending on the number of transformations, the list of transformations may span more than one page, with up to 100 transformations per page. In this case, navigation buttons will be active in the corner of the page, as well as a display giving the total number of pages as well as the current page.

Normal Transformations

Normal Transformations (Figure 1.11) require that you configure two fields, mapping one value into another:

  • Source Value: Specify a Big Table value. This is case sensitive, the value you specify must exactly match the Big Table value.
  • Return Value: Specify a new, transformed value.


Figure 1. 1.11 — Configuring a Normal Transformation

Reference Transformations

In a Reference Transformation (Fig. 1.12), the Source and Return fields are grayed out (Fig. 1.12):

  • Multiple Match: three choices for handling multiple matching records
    • Newest: If multiple matching records are found, the newest of these will be updated.
    • Oldest: If multiple matching records are found, the oldest of these will be updated.
    • Error: If multiple matching records are found, the Big Table record will not be imported and an error message will be populated on the Big table record.
  • Reference Object: Salesforce Object to search for a match to the Source Value
  • Reference Field: Field on that object to search/match
  • Return Field: Field on that object to return
  • Trash Icon: Deletes the entire row

All custom objects, and the following standard objects, are available choices for Reference Object: Account, Lead, Contact, Opportunity, Product, Campaign, Campaign Member, and User.

Figure 2. 1.12 — Configuring a Reference Transformation